Build an investor meeting brief from Affinity
Start with the Affinity context you already have. Generate a focused brief you can review before your next investor conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Deal and contact details are spread across Affinity, leaving founders to assemble meeting context by hand before every call.
- Bring relevant deal and contact context into one document.
- Reduce manual preparation before investor conversations.
- Keep the generated brief available as a downloadable document.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to use the Affinity deal and contact details you provide to generate a brief from your chosen Docugenerate template.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deal and review the generated document.
Questions about this workflow
What starts this workflow?
A webhook starts it when an HTTP request is sent to the automation. Affinity does not provide a trigger event for this workflow.
Does it automatically know which deal to include?
The instruction and request need to identify the deal and provide the relevant Affinity details. The workflow does not assume an unlisted Affinity event or data field.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docugenerate. A trigger fires from one place; an action lands in another.
Affinity triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Affinity and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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